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CVU icon

NewEdge Advisors’s CPI Aerostructures CVU Stock Holding History

NewEdge Advisors’s Portfolio CVU Stock Details CVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$336K Buy
64,799
+29,951
+86% +$127K ﹤0.01% 2402
2026
Q1 		$137K Buy
34,848
+5,769
+20% +$23.9K ﹤0.01% 2684
2025
Q4 		$115K Hold
29,079
– – ﹤0.01% 2728
2025
Q3 		$73.3K Buy
29,079
+2,496
+9% +$7.38K ﹤0.01% 2710
2025
Q2 		$93K Hold
26,583
– – ﹤0.01% 2446
2025
Q1 		$92.2K Hold
26,583
– – ﹤0.01% 2320
2024
Q4 		$108K Hold
26,583
– – ﹤0.01% 2252
2024
Q3 		$91.4K Buy
26,583
+4,997
+23% +$13.4K ﹤0.01% 2224
2024
Q2 		$53.3K Buy
21,586
+3
+0% +$8 ﹤0.01% 2320
2024
Q1 		$50.5K Hold
21,583
– – ﹤0.01% 2314
2023
Q4 		$57.4K Hold
21,583
– – ﹤0.01% 2187
2023
Q3 		$72.1K Sell
21,583
-4,627
-18% -$17K ﹤0.01% 1963
2023
Q2 		$102K Sell
26,210
-9,591
-27% -$34.7K ﹤0.01% 1848
2023
Q1 		$136K Buy
35,801
+7,721
+27% +$28.9K ﹤0.01% 1655
2022
Q4 		$87.2K Buy
+28,080
New +$74.4K ﹤0.01% 1496
2022
Q2 		– Sell
-19,671
Closed -$58K – 1574
2022
Q1 		$58K Buy
19,671
+6,892
+54% +$18K ﹤0.01% 1108
2021
Q4 		$35K Sell
12,779
-803
-6% -$2.21K ﹤0.01% 1620
2021
Q3 		$37K Hold
13,582
– – ﹤0.01% 1122
2021
Q2 		$48K Sell
13,582
-1,018
-7% -$4.12K ﹤0.01% 1122
2021
Q1 		$66K Buy
+14,600
New +$65.7K ﹤0.01% 1007

Other funds holding CVU

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

NewEdge Advisors's CVU Position: Q2 2026 in Review

NewEdge Advisors increased its CPI Aerostructures (CVU) stake by 86% in Q2 2026, buying an estimated $127K and bringing the position to 64,799 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #2402.

NewEdge Advisors first reported a position in CVU in Q1 2021 and has held it in 20 quarters since. 37 funds tracked by Wall St. Rank hold CVU as of Q2 2026.

  • NewEdge Advisors held 64,799 shares of CPI Aerostructures worth $336K as of Q2 2026.
  • NewEdge Advisors bought 29,951 CPI Aerostructures shares in Q2 2026, an estimated $127K.
  • CPI Aerostructures made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2402 holding.
  • NewEdge Advisors first reported a position in CPI Aerostructures in Q1 2021 and has held it in 20 quarters since.
  • 37 funds tracked by Wall St. Rank held CPI Aerostructures as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.